Tax Services

We understand how stressful, confusing, and overwhelming taxes can be. We strive to do the hard work for you, keeping current on tax laws, helping you maximize tax-efficiency, and provide tax preparation and management that is accurate and compliant with the IRS and state regulations.

Our team of tax professionals can work closely with you to identify tax issues and correct them so they don’t hinder your financial success.

Tax Preparation

We guide you through a full range of tax planning and preparation decisions with strategies designed to minimize your tax liabilities, maximize your cash flow, and keep you on track toward your financial goals. Our tax staff can help you understand opportunities for optimizing the tax code while minimizing your IRS exposure. We offer professional preparation for:

Individuals

C-Corporations

S-Corporations

Partnerships

Estates

Trusts

Gifts

Non-Profits

Tax Planning

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. A major goal of tax planning is minimizing federal income tax liability. This can be achieved by reducing taxable income, deduction planning, investment tax planning, and year-end planning strategies. We guide clients through a full range of tax planning decisions with strategies designed to minimize their tax liabilities and maximize their cash flow.

IRS Audit Representation

Received an audit notice from a federal, state or local tax authority? There are critical steps to take for an audit and we can assist clients in understanding their choices and preparing a response. We walk clients through the process, assist in assembling and sorting through records, explain the client’s options, and can even provide a qualified representative on their behalf, so the client doesn’t have to attend the audit. We handle all types of tax audits including individual income, small business, corporate, sales, and payroll.

Monthly Market Commentary

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

Joseph J Hemenway is a registered representative with the following registration 7, 65 and can transact business with clients in AK, AZ, CA, CO, FL, GA, IL, IA, MN, MO, NE, NY, ND, PA, TN, TX, VA and WA. Joseph J Hemenway is also an investment adviser agent licensed in AZ, CA, DE, GA, IA, KS, NE, TN, VA and WA. Craig Kiernan is a registered representative and can transact business with clients in NE and NV. Craig Kiernan, Geoffrey Hemenway, and Joan Hemenway are also investment adviser agents licensed in NE. Kathryn McDonnell is a registered representative and can transact business with clients in NE. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Hemenway Associates, Inc. is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.